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CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
XT
451
XTX Topco
Cayman Islands
$252K +$253K +4,178 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$251K -$70K -1,156 -22%
KM
453
Kalos Management
Georgia
$250K
LA
454
Legacy Advisors
Pennsylvania
$250K +$251K +4,144 New
C
455
Certuity
Florida
$249K -$48K -792 -16%
RC
456
Roundview Capital
New Jersey
$249K +$48.5K +801 +24%
HWM
457
HB Wealth Management
Georgia
$248K +$60K +990 +32%
YCM
458
Yousif Capital Management
Michigan
$246K -$99K -1,635 -29%
ET
459
Equitable Trust
Tennessee
$243K -$282K -4,659 -54%
FMAEN1
460
Fund Management at Engine No 1
California
$241K +$39.5K +652 +19%
EFG
461
Everhart Financial Group
Ohio
$241K +$241K +3,978 New
CAM
462
Cresset Asset Management
Illinois
$240K -$37.4K -617 -12%
AAP
463
Arax Advisory Partners
Colorado
$238K +$57.9K +956 +32%
SP
464
Symmetry Partners
Connecticut
$236K
ZB
465
Zions Bancorporation
Utah
$235K
PFO
466
Pathstone Family Office
New Jersey
$231K +$231K +3,817 New
EDRH
467
Edmond de Rothschild Holding
Switzerland
$229K +$10.2K +168 +5%
S
468
SignatureFD
Georgia
$228K +$67.9K +1,121 +42%
KWM
469
Kolinsky Wealth Management
New Jersey
$228K +$228K +3,770 New
TC
470
Telemus Capital
Michigan
$226K +$12.8K +212 +6%
GT
471
Greenleaf Trust
Michigan
$220K +$221K +3,642 New
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
$219K +$12.7K +210 +6%
SCA
473
Snowden Capital Advisors
New York
$218K -$116K -1,907 -35%
BC
474
Bridgefront Capital
Texas
$217K +$218K +3,596 New
EM
475
ELCO Management
New York
$213K -$4.85K -80 -2%